Approving Your Employees' Requests in TeamDynamix

Audience

Supervisors

Task

In this article, we will look at how to approve requests for services that your employees have submitted in TeamDynamix.

Instructions

Some service requests, such as U: drive storage increase requests, H: drive folder access requests, and departmental mailbox creation requests require supervisor approval. When an employee you supervise submits such a request, you will be notified via email that a request requires your approval before it can be fulfilled.

  1. Look at the email that you receive for the request. You will see an "Approval step" box below "Workflow Step Assignment". In this area, there is a link to click on to respond to the request.

  2. To approve or deny these requests, click on the approval link in the email (the link will look similar to that highlighted in the example email shown below).

  1. Once you click on the link, you will be taken to a client portal page. If you are not already signed in, you will be prompted to sign into the client portal before viewing this page. This page contains more details about the request as well as the "Approve" and "Reject" buttons which you can click to either approve or deny the request.

Additional Notes:

Do NOT Simply reply to the email with the words "Approved", "Not Approved", "Denied", etc., rather than clicking the link on the email. Approvals like these have a workflow attached to them that requires either the Approve or Reject button to be pressed from the page link. Failing to do this will prevent the workflow from moving forward and will delay the handling of the ticket.

If you have any issues with the approval link you receive, or if you were expecting an approval link and did not receive one, please contact the Service Desk via the Client Portal or by calling 704-330-5000.

Details

Article ID: 10569
Created
Fri 10/14/22 9:52 AM
Modified
Fri 2/9/24 8:26 AM